Assistant Relationship Manager-Bank At Work
Uae
Developed effective sales of banking products catering to the Credit Cards, Salary Transfer Loans & Mortgage to High Net worth Individuals and with approved companies in the respective territory of Dubai, Sharjah and Abu Dhabi. Interview prospective clients for credit and financial data analysis. Completed Loan application documents and provided timely required disclosures under bank policy in constant communication with the client. Handle the personal portfolios of HNW customers on a medium to long term day-to-day basis. Duties include ensuring the building of the HNW accounts and servicing taking instructions for transactions, servicing all their liabilities, investments, credit card and loan enquiries. Dealt with multicultural clients within and outside the organization in different economic status either of individuals, small businesses and large accounts. Have ensured to over-achieve the BT/COC targets set for the month. Listing new companies and work closely with Payroll/corporate team to increase product penetration from the customer. Act as a trusted advisor to clients for all his financial needs and get a significant wallet shake Regular training on Product, Policies, Compliance, Code of Conduct & Selling skills.